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Quotes

Generate personalised quotes from your CRM, spreadsheet, or form responses, then send them out as a PDF or for signature without rekeying anything.

A Portant quote workflow takes data from a source (Google Sheets, Google Forms, HubSpot, Webhooks), drops it into a Google Doc, Slide, or Word template, and produces a finished quote you can email or send for eSignature.

Quote document generated from a Portant workflow with a repeating line item table

How a quote workflow fits together

Most quotes have three moving parts:

  1. Customer details at the top of the document (name, company, contact, quote number, valid-until date)
  2. A list of products or services in a table that can grow or shrink depending on what's being quoted
  3. A total with subtotals, tax, and a grand total

In Portant, the customer details come from regular tags you place in the template. The product list comes from line items, which use a single table row that expands at merge time (see repeating tables). Totals are calculated from the line items using tag formulas.

Set up the workflow

  1. Create a new workflow and pick the source that holds your quote data. For deals and contacts, that's usually HubSpot. For a sales sheet, Google Sheets. For inbound requests, Google Forms or a webhook.
  2. Add a template block and choose your quote document (Google Docs, Google Slides, or Word).
  3. Place tags for the customer details in the body of the document.
  4. Add a table for the products. Put one row of line item tags inside it (name, quantity, unit price, total). Portant will repeat that row for every line item in the source.
  5. Add a totals row beneath the repeating row with {{=SUM(Line Total)}} or your own formula.

For source-specific guides on grouping line items into one document, see:

Send the quote

Once the document looks right, decide how it leaves Portant:

  • Email it as a PDF using a Send via email block.
  • Send it for signature with an eSignature block when the quote needs to be accepted.
  • Save the output to a Drive or OneDrive folder using Outputs.